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Fidelity Advisor Strategic Real Ret I (FSIRX)
9.13
-0.03
(-0.33%)
At close: 8:07:09 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 9.12% |
|---|---|
| 5y Average Return | 5.39% |
| Number of Years Up | 15 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Oct 29, 2026) | 15.86% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 15.86% |
| Worst 3Y Total Return | -2.89% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FSIRX
Category
- YTD
- 7.94%
- 5.91%
- 1-Month
- -2.50%
- 0.61%
- 3-Month
- 1.81%
- 4.02%
- 1-Year
- 10.32%
- 18.59%
- 3-Year
- 9.21%
- 8.56%
- 5-Year
- 5.69%
- 7.44%
- 10-Year
- 5.47%
- 6.20%
- Last Bull Market
- 15.74%
- 11.89%
- Last Bear Market
- -8.27%
- -8.23%
Annual Total Return (%) History
Year
FSIRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
6.12% | -0.10% | 1.81% | -- |
|
2025
|
3.22% | 0.93% | 3.67% | 2.20% |
|
2024
|
1.93% | 1.52% | 3.81% | -1.46% |
|
2023
|
0.60% | 0.11% | 0.54% | 3.28% |
|
2022
|
4.51% | -8.27% | -3.08% | 4.03% |
|
2021
|
3.42% | 6.28% | 1.89% | 3.46% |
|
2020
|
-14.58% | 8.97% | 4.47% | 6.66% |
|
2019
|
6.27% | 0.93% | 1.28% | 1.77% |
|
2018
|
-0.79% | 2.06% | -0.02% | -5.17% |
|
2017
|
0.57% | -0.21% | 1.51% | 2.18% |
Rank in Category (By Total Return)
| YTD | 3 |
| 1-Month | 63 |
|---|---|
| 3-Month | 3 |
| 1-Year | 4 |
| 3-Year | 79 |
| 5-Year | 14 |
Load Adjusted Returns
| 1-Year | 10.32% |
| 3-Year | 9.21% |
|---|---|
| 5-Year | 5.69% |
| 10-Year | 5.47% |
Performance & Risk
| YTD Return | 9.12% |
| 5y Average Return | 5.39% |
| Rank in Category (ytd) | 3 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.39 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--30% to 50% Equity |
| Fund Family | Fidelity Investments |
| Net Assets | 544.69M |
| YTD Return | 7.94% |
| Yield | 4.50% |
| Morningstar Rating | |
| Inception Date | Sep 07, 2005 |
Fund Summary
The fund allocates the assets among four general investment categories: inflation-protected debt securities, floating rate loans, commodity-linked derivative instruments and related investments, and real estate investment trusts (REITs) and other real estate related investments. The manager uses a neutral mix of approximately 25% inflation-protected debt securities, 25% floating rate loans, 30% commodity-linked derivative instruments and related investments, and 20% REITs and other real estate related investments. The fund invests in domestic and foreign issuers.
